0001512022-19-000006.txt : 20191121 0001512022-19-000006.hdr.sgml : 20191121 20191121102019 ACCESSION NUMBER: 0001512022-19-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191121 DATE AS OF CHANGE: 20191121 EFFECTIVENESS DATE: 20191121 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Herald Investment Management Ltd CENTRAL INDEX KEY: 0001512022 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14180 FILM NUMBER: 191236014 BUSINESS ADDRESS: STREET 1: 10-11 CHARTERHOUSE SQUARE CITY: LONDON STATE: X0 ZIP: EC1M 6EE BUSINESS PHONE: 0207 553 6308 MAIL ADDRESS: STREET 1: 10-11 CHARTERHOUSE SQUARE CITY: LONDON STATE: X0 ZIP: EC1M 6EE 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512022 XXXXXXXX 09-30-2019 09-30-2019 Herald Investment Management Ltd

10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE

13F HOLDINGS REPORT 028-14180 N Andrew Miller 00442075536308 Andrew Miller London X0 11-21-2019 0 88 335876 false INFORMATION TABLE 2 13F_Report.xml 13FHR Q3 2019 51job Inc ADR 316827104 6956 94000 SH SOLE 94000 0 0 58.com Inc ADR 31680Q104 394 8000 SH SOLE 8000 0 0 ACM Research Inc COM 00108J109 2076 150000 SH SOLE 150000 0 0 Adesto Technologies Corp COM 00687D101 3685 431000 SH SOLE 431000 0 0 Advanced Micro Devices Inc COM 007903107 2046 70600 SH SOLE 70600 0 0 Akamai Technologies Inc COM 00971T101 1388 15200 SH SOLE 15200 0 0 Akoustis Technologies Inc COM 00973N102 4472 578636 SH SOLE 578636 0 0 Alibaba Group Holding Ltd ADR 01609W102 635 3800 SH SOLE 3800 0 0 Alpha & Omega Semiconductor Ltd COM G6331P104 230 18798 SH SOLE 18798 0 0 Alphabet Inc COM 02079K305 2868 2350 SH SOLE 2350 0 0 Alteryx Inc COM 02156B103 9238 86000 SH SOLE 86000 0 0 Amazon.com Inc COM 023135106 2021 1165 SH SOLE 1165 0 0 Apple Inc COM 037833100 3608 16110 SH SOLE 16110 0 0 AXT Inc COM 00246W103 532 150000 SH SOLE 150000 0 0 Ballard Power Systems Inc COM 058586108 3116 640000 SH SOLE 640000 0 0 Bandwidth Inc COM 05988J103 835 12841 SH SOLE 12841 0 0 Boingo Wireless Inc COM 09739C102 2683 241739 SH SOLE 241739 0 0 Bottomline Technologies de Inc COM 101388106 5855 148800 SH SOLE 148800 0 0 Brightcove Inc COM 10921T101 4936 471000 SH SOLE 471000 0 0 Cadence Design Systems Inc COM 127387108 1394 21100 SH SOLE 21100 0 0 Celestica Inc COM 15101Q108 2148 300000 SH SOLE 300000 0 0 Ceva Inc COM 157210105 9497 318382 SH SOLE 318382 0 0 Check Point Software Technologies Ltd COM 162825103 1248 11400 SH SOLE 11400 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 1688 83485 SH SOLE 83485 0 0 Cloudera Inc COM 18914U100 5315 599908 SH SOLE 599908 0 0 Ctrip.com International Ltd ADR 89677Q107 486 16600 SH SOLE 16600 0 0 CyberArk Software Ltd COM M2682V108 5230 52400 SH SOLE 52400 0 0 DASAN Zhone Solutions Inc COM 23305L206 1933 211810 SH SOLE 211810 0 0 Descartes Systems Group Inc/The COM 249906108 18398 456300 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525327102 353 4112 SH SOLE 4112 0 0 LivePerson Inc COM 538146101 17845 500000 SH SOLE 500000 0 0 Manhattan Associates Inc COM 562750109 3668 45500 SH SOLE 45500 0 0 Marchex Inc COM 56624R108 431 137291 SH SOLE 137291 0 0 Materialise NV ADR 57667T100 1616 87456 SH SOLE 87456 0 0 MeetMe Inc COM 58513U101 1471 450000 SH SOLE 450000 0 0 Medallia Inc COM 584021109 54 2000 SH SOLE 2000 0 0 Mellanox Technologies Ltd COM M51363113 21063 192270 SH SOLE 192270 0 0 Micron Technology Inc COM 595112103 1071 25000 SH SOLE 25000 0 0 Microsoft Corp COM 594918104 4253 30600 SH SOLE 30600 0 0 Mimecast Ltd COM G14838109 8023 225000 SH SOLE 225000 0 0 Model N Inc COM 607525102 3082 111000 SH SOLE 111000 0 0 NeoPhotonics Corp COM 64051T100 852 140000 SH SOLE 140000 0 0 nLight Inc COM 65487K100 391 25000 SH SOLE 25000 0 0 NVIDIA Corp COM 67066G104 252 1450 SH SOLE 1450 0 0 NXP Semiconductors NV COM N6596X109 414 3800 SH SOLE 3800 0 0 One Stop Systems Inc COM 68247W109 2282 776234 SH SOLE 776234 0 0 Pegasystems Inc COM 705573103 22800 335300 SH SOLE 335300 0 0 Pluralsight Inc COM 72941B106 1554 92576 SH SOLE 92576 0 0 Power Integrations Inc COM 739276103 3433 38000 SH SOLE 38000 0 0 Qualys Inc COM 74758T303 6594 87250 SH SOLE 87250 0 0 RADCOM Ltd COM M81865111 1473 161000 SH SOLE 161000 0 0 RADWARE Ltd COM M81873107 18664 770000 SH SOLE 770000 0 0 Rapid7 Inc COM 753422104 2362 52060 SH SOLE 52060 0 0 Ribbon Communications Inc COM 762544104 3562 610000 SH SOLE 610000 0 0 Safeguard Scientifics Inc COM 786449207 1258 111000 SH SOLE 111000 0 0 SailPoint Technologies Holding Inc COM 78781P105 1961 105000 SH SOLE 105000 0 0 SharpSpring Inc COM 820054104 3210 333377 SH SOLE 333377 0 0 Silicom Ltd COM M84116108 1571 50000 SH SOLE 50000 0 0 Silicon Motion Technology Corp ADR 82706C108 12627 357206 SH SOLE 357206 0 0 SITO Mobile Ltd COM 82988R203 106 125000 SH SOLE 125000 0 0 SPS Commerce Inc COM 78463M107 4707 100000 SH SOLE 100000 0 0 Super Micro Computer Inc COM 86800U104 3571 186000 SH SOLE 186000 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 882 19000 SH SOLE 19000 0 0 Tecogen Inc/Waltham MA COM 87876P201 722 321078 SH SOLE 321078 0 0 Teradyne Inc COM 880770102 1036 17900 SH SOLE 17900 0 0 Tower Semiconductor Ltd COM M87915274 1673 87000 SH SOLE 87000 0 0 Varonis Systems Inc COM 922280102 7893 132200 SH SOLE 132200 0 0 VASCO Data Security International Inc COM 68287N100 2900 200000 SH SOLE 200000 0 0 Veritone Inc COM 92347M100 674 190000 SH SOLE 190000 0 0 ViaSat Inc COM 92552V100 7532 100000 SH SOLE 100000 0 0 Xilinx Inc COM 983919101 1822 19000 SH SOLE 19000 0 0 Yelp Inc COM 985817105 3126 90000 SH SOLE 90000 0 0